Dale B. Demyanick, CPA
As the partner-in-charge of the tax department, Dale supervises more than two-dozen tax professionals who work together to assure conformity with federal and state tax standards while minimizing taxes and related costs. Dale works hand in hand with clients to avoid surprises by taking the extra steps to run detailed projections, research likely outcomes, explore flexible tax-saving options and prepare thoughtful recommendations.
Dale enjoys working with both individual and corporate clients, providing valuable tax planning advice while serving as a trusted advisor – in many cases, for multiple generations. He is an expert in the areas of individual income taxation, estate, trust and gift tax planning and succession planning for privately held businesses.
Starting his career with Lumsden McCormick as an intern, he was named partner in 1991 and has been with the Firm more than 35 years. Professionally Dale is a member of the American Institute of Certified Public Accountants, New York State Society of Certified Public Accountants, and Member and Past President of the Estate Analysts of WNY and the Financial Planning Counselors of WNY.
An active member of the Daemen College community, Dale currently serves as a trustee and is former Chair of the Board of Trustees. he is also a cum laude graduate of the College. He is also past Co-Chair of the Professional Advisors Council of the Community Foundation for Greater Buffalo; Past President and Trustee Emeritus of the Board of Trustees of the Community Music School of Buffalo; Director of the Western New York Heritage Press; and a trustee of several private foundation boards.
Dale B. Demyanick, CPA, Mark G. Janulewicz, CPA, Brian J. Kern, CPA, Michē C. Needham, CPA, David A. Schlein, CPA, Courtland “Cory" Van Deusen V, CPA
Thursday, January 3, 2019
Like an annual physical examination is important for maintaining good health, an annual financial examination that includes year-end tax planning can enhance your financial well-being.
Friday, December 21, 2018
The IRS has issued a private letter ruling that allows a surviving spouse to roll over, tax free, into her individual retirement account (IRA) her deceased husband's IRA that was payable to a trust of which she was sole trustee and beneficiary.
Thursday, April 19, 2018
The Roth IRA remains an attractive retirement planning vehicle for many individuals after the changes made by the Tax Cuts and Jobs Act (TCJA).